Blog

Russ Cohen

Nvidia vs. AMD: Which Artificial Intelligence (AI) Stock Is the Smarter Buy After Groq's $750 Million Equity Raise?

Key Points Groq is developing chips that are optimized for artificial intelligence (AI) inference workloads. The GPUs designed by Nvidia and AMD are optimized for training generative AI models. Groq’s entrance into the chip realm underscores the idea that AI developers and infrastructure providers will need more than just GPUs to stay ahead of the ...

Russ Cohen

Better Stock to Buy Right Now: Alibaba vs. CoreWeave

Key Points If recent history is any guide, there’s no contest for investors trying to choose between Alibaba Group Holding (NYSE: BABA) and CoreWeave (NASDAQ: CRWV). Both stocks have performed well so far in 2025, but CoreWeave has been a much bigger winner since its IPO in late March. However, it’s unwise to rely solely ...

Russ Cohen

Why Coinbase Could Be the Netflix of Crypto

Key Points Netflix has an easily repeatable business model that generates a lot of revenue. Coinbase is developing a similar business model, but in crypto. Netflix had a bit less competition when it was getting started. 10 stocks we like better than Coinbase Global › Netflix (NASDAQ: NFLX) made the recurring revenue strategy look dead ...

Russ Cohen

Maybe Lucid Was Right All Along — Bad News for Truck Makers

Key Points Producing an EV pickup that’s usable and cost-effective is a massive challenge. Tesla’s Cybertruck has failed to come anywhere near the company’s forecast of sales between 250,000 and 500,000 annually. General Motors was the lone bright spot with EV pickup gains through July. These 10 stocks could mint the next wave of millionaires ...

Russ Cohen

Alibaba Group Holding Reaches Analyst Target Price

In recent trading, shares of Alibaba Group Holding Ltd (Symbol: BABA) have crossed above the average analyst 12-month target price of $120.47, changing hands for $124.73/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher ...

Russ Cohen

Is NIO Emerging as a Better Investment Option Than TSLA Stock?

For years, Tesla TSLA has been the face of the electric vehicle (EV) revolution. With a roughly $1.4 trillion market cap and ambitions stretching into AI, robotaxis and robotics, it’s still an industry giant. Yet the path ahead is less smooth than before. Rising competition, political shifts, and repeated delays have eroded Tesla’s dominance. Meanwhile, ...

Russ Cohen

Will Nike Stock Keep Rebounding as Its Q1 Results Approach?

Nike NKE will take the spotlight next week, with the iconic apparel leader set to report results for its fiscal first quarter on Tuesday, September 30. Feeling the high inflationary aftermath that has led to a more cost-conscious consumer, Nike stock has lost considerable mojo in recent years, like other prominent apparel retailers such as Lululemon ...